Once you have set up your employee's basic assignment details, you can enter additional information in the tabbed regions of the Assignment window, for example, supervisor details, special ceiling progression points or salary information.

The tabbed regions that appear in the Assignment window vary according to person type and localization.

Oracle Payroll requires you to associate all employee assignments (except any unpaid voluntary assignments) with a GRE, using the tabbed region GREs and Other Data. You can also associate employees with Multiple GREs in order to easily pay them T4/RL1, T4A/RL1, or T4A/RL2 earnings in the same payroll run.

   To change primary assignments:

1. On the assignment that now the primary one, check the Primary box. The system automatically changes the previous assignment from primary to secondary.

2. Query the assignment details to see the changes.

   To enter salary information for an employee:

Using the Salary Administration window, you can enter a proposed salary change for an employee, associate this change with a performance review, and accept or revise the change later. To administer an employee's salary in this way, you first assign the employee to a salary basis in the Salary Information region.

1. Choose the Salary Information tabbed region.

2. Select a salary basis for the employee.

3. You can also enter the frequency of salary and performance reviews.

   Note: If you change an employee's salary basis to a basis that uses a different salary element, the employee's existing salary element entry will be ended. Using the Salary Administration window, you should make a new salary entry for the employee, effective from the date of the salary basis change.

   For further details about salary administration refer to Salary Administration and Performance Reviews

   For more details about the additional information you can enter refer to Additional Employment Information

   To enter supervisor information for an employee or contingent worker:

1. Choose the Supervisor tabbed region.

2. Select the name and employee number of the worker's personal supervisor. If you use assignment-based supervisor hierarchies, you can also select the supervisor's assignment number.

   You can select a contingent worker as a supervisor only if the HR: Expand Role of Contingent Worker user profile option is set to Yes.

   Note: This information shows the personal supervisor for an employee and is not updated by the system. Use organization and position hierarchies to show management reporting lines.

   To enter probation period and notice information for an employee:

The probation period defaults from the employee's position.

1. Choose the Probation and Notice Period tabbed region.

2. Amend the default probation period for your employee's assignment, if required.

3. Enter the notice period for the assignment, if required.

   To enter standard conditions information for an employee or contingent worker:

The standard work day information (apart from the Hourly/Salaried field) defaults from the position. If standard conditions are not defined for the position, they default from the employee or contingent worker's organization or Business Group.

1. Choose the Standard Conditions tabbed region.

2. Amend the standard work day information for your employee or contingent worker's assignment, if required.

3. This step is for employees only. For benefit administration, enter whether your employee's assignment is hourly or salaried. If you are in the US, benefits are often based on whether a person is paid hourly or receives a salary.

   Note: If you are setting up benefits based on salaried or hourly pay you must set up the Hourly/Salaried field in addition to the Pay Basis. The Pay Basis identifies how pay is quoted within Salary Administration and enables an employee to have their pay quoted as hourly, but be paid a salary. Therefore, for benefits, you need to set up whether your employee is paid hourly or receives a salary.

   To enter statutory information:

Use the GREs and Other Data tabbed region to place the employee assignment in the three GREs and enter other information.

1. Select up to three GREs (Government Reporting Entities) for the assignment.

   Select the GREs that correspond with the three distinct types of earnings: T4/RL1, T4A/RL1, or T4A/RL2.

2. If the employee must submit a timecard, select Yes in the Timecard Required field and select the name of the employee approving the timecard.

3. You can select a work schedule for the assignment. This field may display a default work schedule for the employee's organization.

4. If this employee assignment is for shift work, select the shift regularly worked.

5. If this employee requires a different NAIC code to that of the GREs, select an NAIC override code from the list of values in the NAIC Override Code field.

6. Indicate if this employee is a seasonal worker.

7. Indicate if this employee is an officer.

8. If necessary, specify overrides for the Worker's Compensation account number and rate code.

   To enter primary or secondary assignment and miscellaneous information for an employee or contingent worker:

1. Choose the Miscellaneous tabbed region.

2. Enter the internal address details (such as the floor or office number), if required. The system adds the details to the location address.

3. Select a reason for adding or changing the assignment. For example, you can use the Reason field to record promotions for your employees. You define valid reasons as values for the lookup types Reason for Change to Employee Assignment (EMP_ASSIGN_REASON) for employees and Contingent Worker Assignment Reasons (CWK_ASSIGN_REASON) for contingent workers.

4. If you use Oracle Services Procurement to provide purchase order information for contingent worker assignments, the purchase order line may include the projected assignment end date. In this case, the date appears in the Projected Assignment End field. Otherwise, enter the projected end date of the assignment.

5. Select the Manager box if the assignment is at manager level and you want to include this worker in the Organization Hierarchy Report as a manager. (You can select Manager for a contingent worker assignment only if the HR: Expand Role of Contingent Worker user profile option is set to Yes.)

   By default, the first assignment entered for an employee is the primary assignment, and the Primary box is automatically checked. If you are now entering a secondary assignment, the Primary box is automatically unchecked. You can leave the Primary box as it is.

   To enter special ceiling information for an employee:

A special ceiling progression point is the highest point the Increment Progression Points process can automatically progress the employee.

1. Choose the Special Ceiling tabbed region.

2. Enter a special ceiling if the employee is assigned to a grade, and a grade scale is defined for this grade. This special ceiling overrides the ceiling defined for the grade scale.

   To enter a billing title for an employee or contingent worker (Oracle Projects only):

The Project Information tabbed region only displays if you have Oracle Projects installed.

1. Choose the Project Information tabbed region.

2. Enter a billing title. The information you enter in the Billing Title field is used as the default title on project customer invoices. You can override this information using Project Accounting.

3. Enter a project title.

   To enter grade ladder information for an employee:

You must enter grade ladder information to use the Grade/Step Progression process.

1. Choose the Grade Ladder tabbed region.

2. Select the grade ladder for this assignment. If you selected a grade for this assignment previously, all the grade ladders that use that grade are available. If you have not selected a grade, all the active grade ladders in your enterprise are available.

   To enter purchase order information for an employee:

1. Choose the Purchase Order Information tabbed region.

2. Choose a ledger.

3. Specify the default expense account.

   To enter bargaining unit and union membership information for an employee:

1. Enter a bargaining unit code for your employee's assignment. This is usually the legally recognized negotiating organization. For example, this could be WFL-CIO or UAW.

   Note: You set up your different bargaining units as values for the Lookup type BARGAINING_UNIT_CODE.

2. Select whether the employee associated with the assignment is a member of a union.

   To enter employment terms for an employee:

1. Choose the Employment Terms tabbed region.

2. Select the contract that is to be referenced by the assignment. The list of contracts is limited to those entered for the employee that have start dates on or before the assignment start date.

3. Select the agreement grade structure for the collective agreement. A window is displayed showing the grade factors for that grade structure.

4. Enter values for the grade factors. Or, choose the Combinations button and enter search criteria for one or more grade factors to display the reference grades that meet that criteria.

   If you enter values directly into the grade factor fields, they must correspond to an existing reference grade unless the Override Allowed check box in the Agreement Grades window is checked.

   Note: Any new combinations of values that you enter will not be available for reuse with other assignments. In order to reuse a combination, you must define it as a reference grade in the Agreement Grades window.

   To enter supplier information for a contingent worker:

Use the Supplier tabbed region to record information about the supplier providing the contingent worker to your enterprise. The procedure depends on whether you are using Oracle Services Procurement to provide purchase order information for contingent worker assignments.

If you are not using Oracle Services Procurement:

1. Choose the Supplier tabbed region.

2. Select the name of the supplier and the supplier site for the contingent worker.

3. Enter supplier IDs for the contingent worker and the assignment, if available. These values identify the worker and the assignment to the supplier.

   If you are using Oracle Services Procurement:

   1. Choose the Supplier tabbed region.

   2. Select a purchase order number for this assignment.

   3. If only one purchase order line exists, it appears in the Purchase Order Line field. Otherwise, select a purchase order line. Note that the Purchase Order Line field is enabled only when you select a purchase order.

   4. Information from the purchase order appears automatically in the Supplier Name and Supplier Site fields. If the purchase order line includes a job value, it replaces any value in the Job field.

   5. Enter supplier IDs for the contingent worker and the assignment, if available. These values identify the worker and the assignment to the supplier.